AfricaOSAfricaOS

Getting started with AfricaOS

New to AfricaOS? Learn how to create your organization, invite your team, and start using modules in minutes.

Getting started with AfricaOS

This guide walks you through setting up your organization and getting productive with AfricaOS. Estimated time: 10-15 minutes.


Before you begin

You will need:

  • An email address for your organization owner account
  • Your organization details (name, industry, location)
  • A list of team members you want to invite (optional, can add later)

Step 1: Access your organization

  1. Navigate to os.freshclouds.net (or your organization's custom subdomain)
  2. Sign in with your organization credentials
  3. If this is your first time, you'll be guided through the onboarding flow

:::info If you don't have an account yet, contact sales@africaos.dev to start a trial or purchase a plan. :::


Step 2: Complete organization setup

On first login, the setup wizard guides you through:

Organization details

  • Name - Your organization's legal or display name
  • Industry - Select from Healthcare, Education, Retail, Agriculture, Finance, or Other
  • Location - Country and timezone (affects date/time display and compliance)

Primary contact

  • Contact name - Main point of contact for billing and notifications
  • Email - Receives invoices, system alerts, and security notices
  • Phone - Optional, for urgent notifications

Preferences

  • Timezone - Sets default for appointments, reports, and scheduled jobs
  • Currency - Default currency for billing and financial modules
  • Date format - Regional preference (DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD)

Initial module selection

Choose which modules to install now (you can add more later):

ModuleBest forSetup time
PaymentsInvoicing, subscriptions, collections5 min
PatientsHealthcare - records, appointments, clinical notes10 min
StockInventory, warehouses, purchasing10 min
BookingsResources, scheduling, availability5 min
WorkflowsProcess automation, approvals5 min

Click Complete setup to provision your organization.


Step 3: Invite your team

After setup, go to Settings → Team to add colleagues:

  1. Click Invite user
  2. Enter their email address
  3. Assign a role:
    • Owner - Full access, billing, organization settings (only one per org)
    • Admin - Manage users, modules, settings
    • Manager - Module-specific management
    • Staff - Day-to-day operations
    • Viewer - Read-only access
  4. Set module access - which installed modules they can use
  5. Click Send invitation

Invited users receive an email with a link to join. They'll create their own credentials on first login.


Step 4: Configure your modules

Each installed module has a setup wizard accessible from Modules → [Module name] → Settings:

Payments

  1. Connect payment providers (Stripe, Paystack, Flutterwave)
  2. Set up pricing plans and products
  3. Configure tax rates and invoice templates
  4. Test with sandbox mode before going live

Patients

  1. Define patient custom fields
  2. Set up appointment types and durations
  3. Configure clinical note templates
  4. Set up notification rules (SMS, email, in-app)

Stock

  1. Create warehouses and locations
  2. Define product categories and units of measure
  3. Set up suppliers and purchase order workflows
  4. Configure low-stock alerts

Bookings

  1. Define bookable resources (rooms, equipment, staff)
  2. Set availability schedules and booking rules
  3. Configure pricing and payment requirements
  4. Set up calendar integrations

Workflows

  1. Create workflow templates
  2. Define approval chains and conditions
  3. Set up notifications and escalations
  4. Test with sample requests

Step 5: Explore and customize

Dashboard

Your home page shows key metrics across all active modules. Customize widgets by clicking Edit dashboard.

  • Dashboard - Organization-wide metrics
  • Modules - Access installed modules
  • Settings - Organization, team, billing, preferences
  • Help - Documentation, support, feedback

Personal preferences

Click your avatar → Profile to set:

  • Language and regional settings
  • Notification preferences (email, in-app, SMS)
  • Theme (light, dark, system)
  • Default landing page

Next steps


Need help?

  • Help center - /docs/support for guides and FAQ
  • Live chat - Available in-app during business hours
  • Email - support@africaos.dev
  • Phone - +234-XXX-XXXX (business hours, West Africa Time)

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